Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
Firm Management June 11, 2026
One of the most immediate benefits appeared during client onboarding.
Accounting August 6, 2025
The company’s new Generative AI addresses the remaining 20% - the “last mile” of the accounting process - reducing or eliminating human interaction to an almost nonexistent level.
Accounting August 6, 2025
Ian Williams has been appointed as the new CEO of the accounting technology company, while Jay Muelhoefer has been named as the chief revenue officer.
Accounting August 5, 2025
"Through this partnership, UHY and Plex by Rockwell Automation will collaborate to build upon UHY’s existing success of delivering unparalleled digital transformation solutions to mid-market and enterprise manufacturers," the top 30 accounting firm said.
Small Business August 5, 2025
The small business marketing and sales platform has introduced Thryv Workforce Center, a solution that manages payroll and automated tax calculations for businesses directly within their existing Thryv account.
Technology August 5, 2025
The role of the Chief Compliance Officer has never been more complex, or more critical. The first 90 days often set the tone for long-term success - or sustained struggle.
Artificial Intelligence August 4, 2025
The new policy paper makes the case that effective AI assessments allow businesses to deploy AI systems that are more likely to be effective, reliable and trusted.
Advisory August 1, 2025
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
Accounting Technology Lab Podcast July 31, 2025
Brian Tankersley, CPA, and Randy Johnston, discuss the accounting profession's talent shortage, and the ways firms and state societies are trying to remedy the challenges. Watch the video, listen to the audio, or read the transcript.
Small Business July 30, 2025
They may resemble other ATMs, but officials are increasingly warning about the potential for fraud with the expanding fleet of cryptocurrency ATMs popping up across the country.
Small Business July 30, 2025
Lili announced on July 30 the launch of the Lili BusinessBuild Program, a credit-building solution that helps entrepreneurs build and monitor their business credit profile directly from their Lili account.
Taxes July 29, 2025
As part of a special five-part series, the IRS and its Security Summit partners highlight the importance of tax pros creating and maintaining a WISP.
Technology July 29, 2025
AI-enabled software provider Smart Clerk on July 29 launched its AI-powered bookkeeping tool designed to simplify accounting for small and medium-sized businesses.